1776 Wealth LLC Top Holdings and 13F Report (2025) About 1776 Wealth LLCInvestment Activity1776 Wealth LLC has $217.62 million in total holdings as of December 31, 2024.1776 Wealth LLC owns shares of 140 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 4.38% of the portfolio was sold this quarter.This quarter, 1776 Wealth LLC has purchased 145 new stocks and bought additional shares in 22 stocks.1776 Wealth LLC sold shares of 22 stocks and completely divested from 13 stocks this quarter.Largest Holdings Amazon.com $22,377,999Adobe $14,702,010Apple $14,215,665PALANTIR TECHNOLOGIES INCORPORATED CLASS A $12,634,294First Trust Enhanced Short Maturity ETF $12,594,256 Largest New Holdings this Quarter Exxon Mobil $988,891 HoldingFT Vest U.S. Equity Buffer ETF - November $694,920 HoldingISHARES BITCOIN TRUST ETF SHS BEN INT $508,272 HoldingUnited Parcel Service $353,458 HoldingKKR Real Estate Finance Trust $318,261 Holding Largest Purchases this Quarter Exxon Mobil 9,193 shares (about $988.89K)FT Vest U.S. Equity Buffer ETF - November 14,532 shares (about $694.92K)Eli Lilly and Company 841 shares (about $649.25K)Synopsys 1,051 shares (about $510.11K)ISHARES BITCOIN TRUST ETF SHS BEN INT 9,581 shares (about $508.27K) Largest Sales this Quarter PALANTIR TECHNOLOGIES INCORPORATED CLASS A 35,447 shares (about $2.68M)First Trust Enhanced Short Maturity ETF 10,885 shares (about $650.60K)Nuveen Arizona Quality Municipal Income Fund 39,770 shares (about $452.38K)GlobalFoundries 6,305 shares (about $270.55K)Amazon.com 1,145 shares (about $251.20K) Sector Allocation Over TimeMap of 500 Largest Holdings of1776 Wealth LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$22,377,999$251,202 ▼-1.1%102,00110.3%Retail/WholesaleADBEAdobe$14,702,010$304,161 ▲2.1%33,0626.8%Computer and TechnologyAAPLApple$14,215,665$19,116 ▲0.1%125,6806.5%Computer and TechnologyPALANTIR TECHNOLOGIES INCORPORATED CLASS A$12,634,294$2,680,857 ▼-17.5%167,0545.8%COMFTSMFirst Trust Enhanced Short Maturity ETF$12,594,256$650,596 ▼-4.9%210,7125.8%ManufacturingMSFTMicrosoft$8,139,587$134,037 ▲1.7%19,3113.7%Computer and TechnologyTSLATesla$6,743,320$100,960 ▲1.5%16,6983.1%Auto/Tires/TrucksNVDANVIDIA$6,501,785$70,502 ▲1.1%48,4163.0%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$5,946,944$17,936 ▼-0.3%136,2732.7%ETFBXBlackstone$4,479,644$428,291 ▲10.6%25,9812.1%FinanceGOOGLAlphabet$4,021,679$85,942 ▲2.2%21,2451.8%Computer and TechnologyTJXTJX Companies$4,000,178$121 ▲0.0%33,1111.8%Retail/WholesaleVOOVanguard S&P 500 ETF$3,441,918$117,461 ▲3.5%6,3881.6%ETFFSEPFT Vest U.S. Equity Buffer ETF - September$3,354,4300.0%73,4081.5%ETFVVisa$2,977,358$316 ▲0.0%9,4211.4%Business ServicesBRK.BBerkshire Hathaway$2,878,3280.0%6,3501.3%FinanceFPEIFirst Trust Institutional Preferred Securities and Income ETF$2,841,838$24,347 ▼-0.8%151,9701.3%ETFGSThe Goldman Sachs Group$2,679,8620.0%4,6801.2%FinanceFTCSFirst Trust Capital Strength ETF$2,604,566$89,137 ▼-3.3%29,6581.2%ETFFJANFT Vest U.S. Equity Buffer ETF - January$2,552,1890.0%55,6031.2%ETFSNPSSynopsys$2,397,193$510,113 ▲27.0%4,9391.1%Computer and TechnologyKBHKB Home$2,318,783$197 ▲0.0%35,2831.1%ConstructionCRMSalesforce$2,228,6440.0%6,6661.0%Computer and TechnologyEVTEaton Vance Tax-Advantaged Dividend Income Fund$1,760,677$3,848 ▼-0.2%73,2090.8%Financial ServicesFDNFirst Trust Dow Jones Internet Index Fund$1,675,928$973 ▲0.1%6,8920.8%ETFFJULFT Vest U.S. Equity Buffer ETF - July$1,625,133$1,567 ▼-0.1%33,1880.7%ETFLLYEli Lilly and Company$1,562,528$649,252 ▲71.1%2,0240.7%MedicalEPDEnterprise Products Partners$1,443,405$1,129 ▲0.1%46,0270.7%Oils/EnergyVMCVulcan Materials$1,432,7710.0%5,5700.7%ConstructionFMAYFT Vest U.S. Equity Buffer ETF - May$1,363,9450.0%28,7570.6%ETFCOSTCostco Wholesale$1,362,4940.0%1,4870.6%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,330,5180.0%4,5910.6%ETFHDHome Depot$1,321,7880.0%3,3980.6%Retail/WholesaleSKYYFirst Trust Cloud Computing ETF$1,261,9570.0%10,5940.6%ManufacturingGOOGAlphabet$1,254,0470.0%6,5850.6%Computer and TechnologyDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$1,253,513$21,256 ▼-1.7%62,8640.6%Financial ServicesFMARFT Vest U.S. Equity Buffer ETF - March$1,205,1990.0%27,8530.6%ETFUNHUnitedHealth Group$1,190,289$278,223 ▲30.5%2,3530.5%MedicalBSXBoston Scientific$1,035,4870.0%11,5930.5%MedicalDLRDigital Realty Trust$1,024,0810.0%5,7750.5%FinanceXOMExxon Mobil$988,891$988,891 ▲New Holding9,1930.5%Oils/EnergyCOINCoinbase Global$987,4890.0%3,9770.5%FinanceFDECFT Vest U.S. Equity Buffer ETF - December$960,903$148,568 ▲18.3%21,5570.4%ETFNREFNexPoint Real Estate Finance$956,133$51,432 ▲5.7%60,9390.4%FinanceETNEaton$948,4850.0%2,8580.4%Industrial ProductsQMARFT Vest Nasdaq-100 Buffer ETF - March$946,0700.0%31,7900.4%ETFNXPINXP Semiconductors$930,5450.0%4,4770.4%Computer and TechnologyJPMJPMorgan Chase & Co.$875,484$479 ▲0.1%3,6520.4%FinanceFAUGFT Vest U.S. Equity Buffer ETF - August$866,5750.0%18,6200.4%ETFPANWPalo Alto Networks$783,520$391,760 ▲100.0%4,3060.4%Computer and TechnologyISRGIntuitive Surgical$781,3740.0%1,4970.4%MedicalFFEBFT Vest U.S. Equity Buffer ETF - February$767,6030.0%15,4230.4%ETFCBChubb$747,1980.0%2,7040.3%FinanceAMPAmeriprise Financial$743,2720.0%1,3960.3%FinanceFIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF$706,8850.0%52,7920.3%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$702,3320.0%18,1810.3%ETFYDECFT Vest International Equity Moderate Buffer ETF - December$696,7360.0%30,8700.3%ETFFNOVFT Vest U.S. Equity Buffer ETF - November$694,920$694,920 ▲New Holding14,5320.3%ETFAMATApplied Materials$685,1600.0%4,2130.3%Computer and TechnologyAVGOBroadcom$675,1180.0%2,9120.3%Computer and TechnologyMNSTMonster Beverage$669,6140.0%12,7400.3%Consumer StaplesFTCFirst Trust Large Cap Growth AlphaDEX Fund$663,7380.0%4,8010.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$663,2240.0%13,2090.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$659,8190.0%13,5570.3%ManufacturingNOWServiceNow$650,9140.0%6140.3%Computer and TechnologyQSPTFT Vest Nasdaq-100 Buffer ETF - September$631,3240.0%22,8350.3%ETFSHWSherwin-Williams$628,1910.0%1,8480.3%Basic MaterialsQDECFT Vest Nasdaq-100 Buffer ETF - December$605,3020.0%21,9790.3%ETFURIUnited Rentals$598,7740.0%8500.3%ConstructionABTAbbott Laboratories$593,828$19,907 ▼-3.2%5,2500.3%MedicalORLYO'Reilly Automotive$592,9000.0%5000.3%Retail/WholesaleNXTGFirst Trust Indxx NextG ETF$582,3600.0%6,8280.3%ManufacturingUNPUnion Pacific$574,205$6,613 ▼-1.1%2,5180.3%TransportationLDSFFirst Trust Low Duration Strategic Focus ETF$563,1000.0%30,0000.3%ManufacturingVIGVanguard Dividend Appreciation ETF$560,0740.0%2,8600.3%ETFVBKVanguard Small-Cap Growth ETF$559,5600.0%1,9980.3%ETFAGDAbrdn Global Dynamic Dividend Fund$556,3070.0%56,7660.3%Financial ServicesFDLFirst Trust Morningstar Dividend Leaders Index$551,3610.0%13,6950.3%ETFDHID.R. Horton$550,6110.0%3,9380.3%ConstructionRITMRithm Capital$545,930$10,830 ▼-1.9%50,4090.3%FinanceSPGIS&P Global$538,8690.0%1,0820.2%Business ServicesPAVEGlobal X U.S. Infrastructure Development ETF$537,8570.0%13,3100.2%ETFRAVIFlexShares Ultra-Short Income Fund$521,3110.0%6,9350.2%ETFRVTRoyce Value Trust$515,4120.0%32,6210.2%FinancePGProcter & Gamble$508,315$6,538 ▼-1.3%3,0320.2%Consumer StaplesISHARES BITCOIN TRUST ETF SHS BEN INT$508,272$508,272 ▲New Holding9,5810.2%ETFFT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER$482,4020.0%14,1080.2%ETFMCKMcKesson$477,5850.0%8380.2%MedicalETGEaton Vance Tax-Advantaged Global Dividend Income Fund$473,5240.0%25,9750.2%Financial ServicesHONHoneywell International$465,5590.0%2,0610.2%Multi-Sector ConglomeratesMDTMedtronic$451,8010.0%5,6560.2%MedicalTXNTexas Instruments$449,0870.0%2,3950.2%Computer and TechnologyINTCIntel$442,5040.0%22,0700.2%Computer and TechnologyDOCTFT Vest U.S. Equity Deep Buffer ETF - October$419,6060.0%10,6580.2%ETFSTRVStrive 500 ETF$410,4320.0%10,8580.2%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$400,733$532 ▼-0.1%6,7760.2%ManufacturingAMTAmerican Tower$399,467$4,402 ▼-1.1%2,1780.2%FinanceDHRDanaher$395,5150.0%1,7230.2%MedicalFTAFirst Trust Large Cap Value AlphaDEX Fund$391,2460.0%5,1170.2%ManufacturingTMOThermo Fisher Scientific$386,0110.0%7420.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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